Position in RVLV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,110,475
-$29,132,136 QoQ
Shares Held
1,199,048
-35.6% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RVLV Over Time
Shares Held
Position Value (USD)
Derivatives in RVLV
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$3,102,450
PutShares
195,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Mar 31, 2026Balyasny Asset Management L.P. holds $1,676,993,680 across 15 Internet Retail names. RVLV ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
4,343,035 | $904,523,899 | |
| 2 | ETSY |
Etsy Inc
|
4,558,200 | $227,818,835 | |
| 3 | MELI |
Mercadolibre Inc
|
100,010 | $172,919,290 | |
| 4 | W |
Wayfair Inc.
|
1,591,870 | $119,724,542 | |
| 5 | GLBE |
Global-E Online Ltd.
|
2,215,126 | $68,336,636 | |
| 6 | EBAY |
Ebay Inc
|
626,282 | $57,004,187 | |
| 7 | CHWY |
Chewy, Inc.
|
1,351,444 | $36,488,988 | |
| 8 | DASH |
DoorDash, Inc.
|
241,016 | $36,188,552 |
All Filings in RVLV
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,110,475 | 1,199,048 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $56,242,611 | 1,862,955 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,478,442 | 1,196,171 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,248,033 | 1,009,877 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,331,256 | 108,481 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,644,878 | 795,607 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,828,785 | 114,156 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,102,450 | 195,000 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $1,587,750 | 75,000 | Put | Sole | 2024-05-13 | |
| 2023-12-31 | $6,632,000 | 400,000 | Call | Sole | 2024-02-14 | |
| 2022-12-31 | $25,032,126 | 1,124,534 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,276,652 | 519,901 | Shares | Other | 2022-11-15 | |
| 2022-03-31 | $26,478,673 | 493,177 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $26,961,908 | 481,119 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,614,438 | 155,649 | Shares | Sole | 2021-12-01 | |
| 2021-03-31 | $5,426,825 | 120,784 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,928,924 | 61,884 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||